JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
-14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
-$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.96M
3
+$2.77M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.57M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.72M

Top Sells

1
+$8.06M
2
+$4.1M
3
+$3.8M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.31M

Sector Composition

1 Financials 3.32%
2 Technology 3.11%
3 Industrials 2.07%
4 Healthcare 2.03%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$32K 0.01%
470
+306
477
$32K 0.01%
247
+131
478
$32K 0.01%
529
-71
479
$32K 0.01%
978
+648
480
$32K 0.01%
684
-54
481
$32K 0.01%
189
+156
482
$32K 0.01%
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+1,215
483
$32K 0.01%
443
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484
$32K 0.01%
596
-296
485
$32K 0.01%
241
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486
$32K 0.01%
619
-3,538
487
$32K 0.01%
1,349
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488
$32K 0.01%
728
-5,556
489
$31K 0.01%
147
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490
$31K 0.01%
276
+107
491
$31K 0.01%
250
492
$31K 0.01%
1,034
-1,399
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$31K 0.01%
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494
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312
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495
$31K 0.01%
760
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496
$31K 0.01%
342
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497
$31K 0.01%
238
498
$31K 0.01%
1,582
+110
499
$31K 0.01%
383
-32
500
$31K 0.01%
1,386
-601
18 19
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